Value Investing


The Market’s Hottest Active ETF Has Yet to Meet Its Biggest Test

The iShares U.S. Equity Factor Rotation Active ETF has taken huge bets on tech and communications stocks.

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Invitation Homes Stock, Rattled by Trump Homebuying Tweet, Now Looks Like a Bargain

This real estate investment trust has a valuable portfolio, trades cheaply on many financial metrics, and carries a safe 4.4% dividend yield.

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Our Roundtable Pros See More Gains for Stocks, Especially Those Left Behind Until Now

This year’s panelists offered plenty of reasons beyond AI to expect gains in 2026. Plus, 13 investment ideas.

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Danaher Is Ready to Put Its Post-Covid Malaise Behind It

With tariff rules finalized and inventories depleted, there’s light at the end of the tunnel for the medical and scientific tools manufacturer.

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Bob Doll’s 2026 Predictions: International Stocks Will Outperform U.S.

The CIO of Crossmark Global Investments also expects that inflation will remain sticky for another year.

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Charles Schwab Is Back On Offense. Its Stock Is a Buy.

The company’s problems of two years ago are well behind it, and shares appear poised for more gains. 

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Robo-Taxis and Home Runs? 40 ‘Forgotten’ Stocks for 2026.

Uber Technologies and the Braves are on the latest Forgotten Forty list of value stocks from John Boyar.

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Even Permabears Have Portfolios. Where Jeremy Grantham Sees Value Now.

The veteran investor and co-founder of GMO likes quality stocks, international value, and Japan.

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How Jeremy Grantham Nearly Lost It All and Became a Value Investor

Grantham, co-founder of money manager GMO, had a nasty but illustrative run-in with speculative small-caps early in his storied career. Here’s an excerpt from his new book, “The Making of a Permabear.”

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Restaurants, Weed, and Other Stock Themes On Our 2026 Radar

Barron’s Investor Circle reporters pick their favorite ideas for the coming year.

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REITs Should Bounce Back in 2026. 3 Stocks to Consider Buying Now.

As would-be home buyers know, real estate is all about interest rates. That could set the sector up for gains.

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Salesforce Stock Is Ready to Emerge an AI Winner

The company has unfairly received the label of AI loser. That should change, and soon.

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Phreesia Stock Has Been Crushed. We’re Standing By Our Pick.

Shares are down significantly, but the valuation and growth story remain compelling.

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Burlington Stores Offers More Than Coats to Keep Investors Warm This Winter

The stock has long underperformed competitors. That may be about to change.

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Utilities Look Cheap. 2 Stocks to Consider Buying.

American Electric Power expects strong earnings growth, but trades at a discount.

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Amazon and 9 More Stocks to Buy for 2026

Our 2025 picks trounced the market. Amazon and Visa are among our choices for next year.

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Why This Top Advisor Is Bearish on the Economy, But Bullish on Berkshire, Microsoft, and Deere

The managing partner of $6.3 billion Douglass Winthrop Advisors thinks higher inflation and tariff uncertainty could trip up the economy, but he’s still bullish on stocks like Microsoft, Berkshire, and Deere.

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Even Warren Buffett Is Open to Learning How to Be a Better Investor

Investors must evolve their thinking to adapt to constantly changing market environments, Douglas Eby writes in a guest commentary.

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Value Stocks Have Hit Their Stride. What They Need Next.

The Russell 2000 Value Index is up almost 12% from the low point it hit in late November, while the Nasdaq has gained 6%.

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Put Some Eggs in Cal-Maine Foods’ Basket

The company is producing record profits, with shares poised to appreciate by almost 20%.

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Microsoft, Broadcom, Lilly, and Other Stocks That Define ‘Quality’ for This Pro

Tom Hancock, a portfolio manager at GMO, favors companies that consistently earn a high return on capital and reinvest in the business.

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Berkshire Loses Geico CEO Combs to JPMorgan. It's Preparing for Life After Buffett.

The company announced a raft of leadership changes Monday as the company prepares for life without Warren Buffett at the helm.

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Casey’s General Has the Economics of Convenience Stores Down

Shares have soared as the company expands and gains market share. More upside awaits.

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Gap Keeps Rising. Stick With It.

Twelve months after our pick, the clothing retailer looks to have turned the corner.

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Dominion Energy Is a Utility Play With AI Upside. It’s a Buy.

The stock is cheap after years of negative returns, providing a buying opportunity.

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